WorthPointe LLC Has $11.52 Million Stock Holdings in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

WorthPointe LLC boosted its holdings in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 894.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 459,503 shares of the company’s stock after purchasing an additional 413,291 shares during the quarter. Schwab Intermediate-Term U.S. Treasury ETF comprises 3.0% of WorthPointe LLC’s holdings, making the stock its 7th largest holding. WorthPointe LLC’s holdings in Schwab Intermediate-Term U.S. Treasury ETF were worth $11,524,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Aventura Private Wealth LLC bought a new stake in Schwab Intermediate-Term U.S. Treasury ETF in the fourth quarter worth approximately $25,000. Asset Dedication LLC bought a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF during the third quarter valued at approximately $26,000. Wealth Watch Advisors INC bought a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF during the third quarter valued at approximately $28,000. GeoWealth Management LLC increased its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF by 335.9% during the third quarter. GeoWealth Management LLC now owns 1,347 shares of the company’s stock valued at $34,000 after acquiring an additional 1,038 shares in the last quarter. Finally, Triumph Capital Management bought a new stake in shares of Schwab Intermediate-Term U.S. Treasury ETF during the third quarter valued at approximately $34,000.

Schwab Intermediate-Term U.S. Treasury ETF Stock Performance

NYSEARCA SCHR opened at $24.93 on Thursday. Schwab Intermediate-Term U.S. Treasury ETF has a 52 week low of $24.53 and a 52 week high of $25.42. The business has a 50 day moving average price of $25.03 and a 200-day moving average price of $25.10.

Schwab Intermediate-Term U.S. Treasury ETF Profile

The Schwab Intermediate-Term U.S. Treasury ETF (SCHR) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-value-weighted index of investment grade debt issued by the US Treasury with remaining maturity of 3-10 years. SCHR was launched on Aug 5, 2010 and is managed by Charles Schwab.